Advance Services, Inc. 401(K) Plan — Form 5500 plan (Advance Services, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Advance Services, Inc. 401(K) Plan is a benefit plan reported by Advance Services, Inc. under EIN 47-0777488 and plan number 001. The latest loaded filing year is 2023. The filing reports 195 participants and $6,125,899 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Advance Services, Inc.
EIN
47-0777488
Plan number
001
Plan type
2
Location
La Vista, NE
Latest filing year
2023
Participants
195
End-of-year plan assets
$6,125,899

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023195H, C20240722114953NAL0005793203001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,125,899
Total liabilities (EOY)
$0
Net assets (EOY)
$6,125,899
Net assets (BOY)
$5,186,959

Income & contributions

Employer contributions
$118,515
Participant contributions
$517,056
Total contributions
$760,912
Total income / additions
$1,650,884

Expenses & distributions

Benefits paid
$665,086
Administrative expenses
$46,858
Total expenses
$711,944
Net increase / (decrease)
$938,940

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$42,080$02023
Raymond James & Associates, Inc.INVESTMENT ADVISORY$0$16,9332023
Benefit Plans IncCONTRACT ADMINISTRATOR$4,809$2,6952023

Related Form 5500 pages